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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,644 | $115,225-67.3% | $100,712-62.6% | $138,895-72.9% |
| Participation rate | 94.1% | 74.3%+19.8pp | 69.3%+24.8pp | 79.9%+14.2pp |
| Annual return | 12.95% | 40.35%-27.4pp | 33.27%-20.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,176 | $2,771-57.6% | $2,313-49.1% | $4,194-72.0% |
| Participant deferral / active EE | $4,398 | $4,699-6.4% | $4,085+7.7% | $6,396-31.2% |
| Admin fee / account holder | $750 | $10,844-93.1% | $9,256-91.9% | $12,562-94.0% |